Setting options for new 5500 clients

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Use this procedure to specify setup options for all 5500 clients subsequently added to UltraTax CS.

  1. Choose Setup > 5500 Benefit Plans.

    Note: Depending on your security configuration, UltraTax CS might prompt you to enter the master password and click OK before continuing.

  2. Click the New Client Options button in the Additional information group box to open the New Client Options dialog.


    • Until they are changed again, the options you choose in this dialog apply to all 5500 clients subsequently added to UltraTax CS. De-selecting any option from the New Client Options dialog does not affect existing 5500 clients. You must open each client and edit accordingly if you do not want UltraTax CS to use a particular option.
    • For a brief description of the options available in the New Client Options dialog, press F1 while the dialog is open.
  3. Specify options for printing and completing financial statements, presentation on transmittal letters, and mailing addresses.
  4. Click OK to accept the settings and close the dialog, or click Cancel to close the dialog without saving the changes to the settings.
  5. Click OK to close the 5500 Product Information dialog.

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